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#85

Vendasta is ranked #85 in the Financial Services CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Vendasta Pricing

Based on our most recent analysis, Vendasta pricing starts at $79 (Monthly).

Price
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Starting From
$79
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

Vendasta is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Vendasta:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Vendasta Benefits and Insights

Why use Vendasta?

Key differentiators & advantages of Vendasta

  • Equipped With AI: The platform’s sales and marketing tools are AI-integrated to help users know when a lead is ready to make a purchase. This allows the team to avoid cold calling prospects, making the sales process productive. 
  • Task Management: Users can manage digital marketing tasks, post to social media and track online brand mentions to better manage the company’s reputation, all from one dashboard. Managers can align large projects and organize a group of tasks for their teams. 
  • Closed-Loop Reporting: The platform helps users keep track of their business growth by focusing on what matters. It does this by delivering a detailed analysis of the sales pipeline to understand the current funnel, leads contacted, presentations delivered and accounts closed. 
  • Opportunity Management: With an automated sales intelligence tool, the platform enables businesses to prioritize communications and close deals. The tool arranges leads in order of most relevance, and the ones that are ready to convert automatically appear at the top, so sales reps are always working on the best deals. 
  • Live Activity: Managers can view a live stream of the sales team’s activities, making it easy to monitor, review and take the best actions. The live updates help users keep up with best practices to achieve higher efficiency. 
  • Training Resources: A custom repository makes it easy to find resources to use for promotional purposes. It provides central storage for all the contact information gathered during corporate training sessions and events. 

Industry Expertise

Vendasta is trusted by over 20,000 users from various domains such as healthcare, sports, marketing, consumer goods, logistics, media and telecommunications.

Vendasta Reviews

Based on our most recent analysis, Vendasta reviews indicate a 'excellent' User Satisfaction Rating of 90% based on 302 user reviews from 2 recognized software review sites.

User satisfaction level icon: excellent

302 reviews

90%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Vendasta reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Easy to Use: Vendasta is known for its user-friendly interface, making it easy for businesses to navigate and utilize its features effectively.
  • Comprehensive Suite: Vendasta offers a wide range of tools, including CRM and marketing automation, eliminating the need for multiple, disconnected solutions.
  • Strong Customer Support: Users consistently praise Vendasta's excellent customer support, ensuring assistance is readily available when needed.

Cons

  • Steep Learning Curve: Vendasta's platform can feel like a maze for new users due to its extensive features. Getting the hang of it takes time and might require additional training.
  • Limited Advanced Features: While Vendasta offers a lot, some features, like task management, aren't as robust as dedicated tools. You might find them lacking if you have complex workflows.
  • Indirect Access: Vendasta operates through partners. This means you're dealing with an intermediary instead of directly with the platform, which might not suit everyone.

Researcher's Summary:

User reviews from the last year indicate that Vendasta's software is a comprehensive suite of digital marketing tools that can help businesses break free. Users, particularly agencies serving small and medium-sized businesses, appreciate Vendasta's ability to streamline operations, automate tasks, and provide white-label solutions for branding. For example, users praise the platform's all-in-one solution, which eliminates the need for multiple subscriptions, and its robust reporting and analytics, which offer insights into campaign performance and client progress. However, some users note that the platform can be expensive, especially for agencies with limited budgets. Others point out that the platform can be overwhelming initially due to its extensive features. Overall, Vendasta is most suitable for agencies looking to scale their operations and enhance their service offerings, but agencies with limited budgets or those new to marketing automation may want to consider other options.

Key Features

  • Sales CRM: The platform helps sales representatives be more productive by helping them track customer accounts, activity, contacts and communications. They can also keep internal notes. 
  • Snapshot Report: This feature gives sales professionals insights on how local businesses are doing, giving them a framework for starting a constructive conversation and offering a growth strategy. The feature points out gaps in marketing activities and provides optimum solutions. 
  • Marketing Automation Software: Users can leverage email drip campaigns and nurture prospects with this feature. The platform notifies users once the prospect is ready to turn into a customer. 
  • Hot Lead Management: Users can respond quickly to drive up conversion rates with this feature, which sends notifications when customers contact the brand. 
  • Prospect and Loop Activity Feed: This feature serves as a social media site for the internal team members where they can gain insights on each team’s activity and on every prospect’s activity. It helps the teams stay connected and understand recent customer interactions. 
  • Sales Manager Dashboard: The platform allows users to collaborate on sales performance, simplifying the task of tracking and keeping up with team productivity. Users can manage, align, assign and report updates on a single dashboard. 

Suite Support

Support at Vendasta can be reached through the methods mentioned below, as well as via a chatbot on the site.

mail_outlineEmail: Users can reach out via emails on [email protected].
phonePhone: Users can call 1-844-955-6650 or 1-855-955-6650. Customer support is available 24/7 on weekdays and Sundays. Support hours might vary on Saturdays from 10:00 a.m. to 6:00 p.m CST.
schoolTraining: Vendasta provides training through videos and a resource library on their website. They also provide e-learning for new users. Professionals can join their community and share insights.
local_offerTickets: No ticket support has been listed. Users can submit a request by filling a form on the website.
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Pricing for Financial Services CRM Software

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